top of page

Our Features

Quoting to Purchase Orders and Invoicing all in Salesforce.  By eliminating any duplicate data entry it ensures a higher level of accuracy and streamlined processes.  Not only do you better enable your sales team by significantly reducing the quoting hassle but you can arm your back office team with an easy way to process orders and invoices.

Full Distributor Support

No need to ask your distributor for any special formatted quotes.  Take a PDF, XLS, XLSX quote you get from your vendor or distributor and drag and drop it in Salesforce.  Let us do the rest for you.

Commission Management

Manage your commissions, sales team can see their estimated commissions on deals to encourage them to close them.  Gamify deals with deal incentives to increase margins and show how much more they will earn.

Smart Dashboards

Sales Manager Dashboards to see your closed win data and loss data

Better Customer Experience

Quoting, Invoicing, Purchase Orders, Shipping Information all at the click of a button.  Provide your end customers with access to a Tracking page on your website for them to check the status of an existing order.

Efficient analytics 

Quickly view your current close rate for opportunities and average margins for specific vendors by having all the data in one platform


Quickly ingest all RFQs from your contract vehicles directly into salesforce so you can create processes and queues around them.


Supported Distributors

  • Arrow

  • Accutech

  • Blackbox

  • B&H Photo

  • Cisco CCW

  • Carahsoft

  • DLT

  • D & H Distributing

  • EC America

  • Ingram Micro

  • Immix

  • Lifeboat Distribution

  • Tech Data

  • Synnex Corporation

  • Westcon Comstor

You can easily add any distributor you want as long as the quotes and consistently formatted

bottom of page